Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
5 Ways to Use Testimonials & Boost Your Client Experience
By Mary Kate GulickFrom collecting testimonials to showcasing them, these steps can help you deepen your relationship with clients.
April 03, 2024
Do You Need $1.5M to Retire? 5 Experts Weigh In on the New Magic NumberChristine Benz, David Blanchett, Michael Finke, Jamie Hopkins and Marcia Mantell discuss the latest retirement target.
April 02, 2024
Sanctuary Wealth Adds $700M Merrill DuoThe two advisors are based in Greensboro, N.C., and focus on serving wealthy families, executives and business owners.
March 27, 2024
5 Secrets to Building Your Brand Without Burning OutHere's how to effectively market yourself and your firm without being overwhelmed by conference fatigue.
March 26, 2024
Marcia Mantell Takes to NPR to Fight Social Security ConfusionRecord numbers of people are turning 65 each day, and there's a lot they need to know, she says.
March 25, 2024
Suze Orman: 'Smart People Don't Pass Up Free Money'SecureSave co-founders Orman and Devin Miller, its CEO, say even the wealthy should have workplace emergency savings accounts.
March 22, 2024
Dani Fava Is Leaving EnvestnetShe is moving to "a company well-placed to capitalize on emerging industry trends," she said on LinkedIn.
March 20, 2024
9 Ways Women and Men Invest DifferentlyA Fidelity study of 5 million accounts over 10 years found women held a slight performance edge.